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Component documentationPersonnel & Organization Locate this document in the navigation structure

 

You can use this component to manage employee master data and organizational data from a single point of access: the landing page. This intuitive user interface offers a unified and enhanced rich search, activity-based access to tasks, organizational data, employee master data, analytics, and a built-in collaboration platform.

This component supports the HR Professional role by means of an integrated master data application, which is used to process employee data and organizational data. With the user interface of this application, you no longer need to know the technical data storage details in the SAP system.

You can use the Personnel & Organization component specifically for the following countries:

  • AU Australia

  • BR Brazil

  • CA Canada

  • CH Switzerland

  • CL Chile

  • CN China

  • DE Germany

  • ES Spain

  • HK Hong Kong

  • IN India

  • MX Mexico

  • NL Netherlands

  • NZ New Zealand

  • US United States

Implementation Considerations

You have activated the business function HCM, Personnel & Organization (HCM_PAO_CI_1) and made Customizing settings available for that business function under   Personnel Management   Personnel & Organization  .

In addition, for additional features, you have activated also some or all of the following business functions:

Integration

The Personnel & Organization component shares the data model and master data with other SAP ERP Human Capital Management (HCM) components. For more information, see Data Model.

Features

Landing Page

The role-specific landing page offers a single point of access to employee and organizational data. This intuitive user interface significantly reduces the onboarding time for new employees and supports experienced employees effectively in their daily work with the following functions:

  • Search

    You can use the central search field of the Search lane on the landing page and, as required, the additional filter values to search for an organizational unit, position, or employee and call the object directly with the Personnel & Organization application. For more information, see Search Lane.

    Alternatively, you can use the OpenSearch field from SAP NetWeaver Business Client for Desktop to search for objects in the Personnel & Organization component. For more information, see Search Field (OpenSearch).

  • Collaboration

    With the collaboration feature, offered as the Discussions lane on the landing page, you can easily network with other users working on the data of an employee, position, or organizational unit:

    • Contextual discussions make it easy to identify and trace the reasons behind decisions.

    • Discussions are based on feeds and are always associated with an action (infotype operation or a process).

    • Discussions can be associated with an individual employee, organizational unit, or position.

    • Built-in collaboration platform.

    For more information, see Discussions Lane.

  • Task Management

    With the task management feature, you have better visibility of tasks. Task management helps the user to view and act on tasks that are critical and need processing within a given time frame.

    • Tasks by priority, by due date, and by draft are displayed in a lane on the landing page for high visibility and ease of access

    • All tasks are automatically pushed to the inbox

    • The inbox provides an easy-to-use interface with features such as filters, a search, and single-click access to task details

      For more information, see Tasks By Drafts Lane, Tasks By Priority Lane, and Tasks By Time Lane.

  • Analytics

    The Analytics lane allows you central, uniform access to all relevant reports that you can use to analyze data and processes within Human Resources Management. You can determine the selection of available reports to suit your requirements. The reports can be based on a variety of different technologies.

    For more information, see Analytics Lane.

  • Actions and Favorites

    The Actions lane is a central catalog of actions. You use actions to execute editing functions for organizational units, positions, or employees. You can also mark organizational units as favorites in the Personnel & Organization application and call them from the Organization lane as required.

    For more information, see Actions Lane and Organization Lane.

  • Processes

    The Processes lane on the landing page makes information about HR processes in the system fully transparent to HR professionals. From this lane, you can access comprehensive information about open processes and completed processes. You can also use quick search and advanced search features to find processes easily.

    For more information, see Processes Lane.

For more information, see Landing Page.

Editing Employee Data and Organizational Data

You can use the integrated Personnel & Organization application to create, display, and edit master data for organizational units, positions, and employees. The following features are available to ease your daily work:

  • Object-specific profile pages allowing you to quickly see and edit current object properties.

  • A detail view for a thorough overview and editing of past and future object properties.

  • An object-specific context menu allowing you to execute editing functions for object properties and organizational structures from a variety of application situations.

  • A visualization of organizational structures that consist of organizational units, positions, and employees.

  • An integrated search feature with a central search field or, if required, additional search criteria.

For more information, see Master Data Application.

You can record and edit the following employee data in the system:

  • All basic employee master data, such as address data, bank details, organizational assignment and education

  • Salary data and other payroll-relevant data (such as loans)

  • Working time data and absences

  • Benefits

For more information about which data you can record and manage, see Employee.

You can also record and edit data as part of a process (for example, hiring employees). The processes are also available specifically for the above-mentioned countries. For more information, see Processes.

You can record and edit the following organizational data in the system:

  • You can use organizational units to represent the functional units (for example, departments) of your enterprise. You create an organizational structure by assigning organizational units to each other hierarchically. For more information, see Organizational Unit.

  • You represent the existing or required personnel capacity of an organizational unit using positions. To do this, create positions for an organizational unit based on your current headcount and foreseeable requirements. To show the organizations that your employees belong to, assign the employees to the relevant position. For more information, see Position.

  • You can administer organizational data regarding name and description, staffing status, cost center assignments, and so on.